Hi Everyone,
Looking for a smarter way to manage follow-ups across a large pipeline. With the current volume, manual tracking isn’t scalable and generic automation tools haven’t been effective since they miss deal context.
I’m exploring solutions that can:
• Understand the full deal history and context
• Suggest or trigger relevant follow-ups
• Help move deals forward with timely, personalized outreach
Would appreciate any recommendations on tools, workflows, or setups that have worked well for you.
